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Here’s How to Beat the IRS. Legally!

Are you confident you’re taking advantage of every tax break you deserve? The world is full of tax preparers who can put the “right” numbers in the right boxes on the right forms by the right deadlines. But what are they doing to make sure you get all the breaks you deserve? When was the last time your tax preparer came to you and said “Here’s an idea I think will save you money?”

  • Proactive Tax Planning

At Turner Financial Group, Inc., we believe proactive tax planning is the key to keeping more of what you make. Proactive tax planning means scouring your income and expenses for every available deduction, credit, loophole, and opportunity. And we do it without “aggressive” strategies, “gray areas” or “red flags.” We help you design a dynamic tax plan using pre-emptive tax-saving strategies, and then help you implement that plan so you actually realize the planned-for savings.

  • Tax Coaching

Our tax coaching service gives you a plan for beating the IRS. Legally. You get business and personal tax consulting throughout the tax year, not just for the period known as the “tax season”. This keeps your plan up-to-date based on legislative changes and IRS rulings as they happen.

In addition we will review your last 3 years tax returns. Your tax pro may be leaving thousands of your dollars on the table. If your doctor said you need surgery, you'd pay for second opinion, right? Think of our Tax Relief service as a "second opinion" for your financial health.

You learn
  • Powerful Strategies to save thousands in 2010 and beyond.

  • How Taxes really work ( How to beat the IRS, Legally )

  • How to slash your audit risk ( Fly under the IRS radar )

  • The truth about accountants (Do you know the single most expensive mistake they make?)

  • Rescue lost deductions for thousands in savings

  • The single most powerful strategy for small business owners

  • Retirement plan strategies for each stage of your business

  • How to make the most of car and truck expenses

  • How to make the most of meals, entertainment & gifts

  • The "Mileage Allowance" mistakes that cost thousands

  • Write off your medical bills as a business expense

  • Strategies for your kid's private school, college tuition and weddings


We will meet with you for an initial one to two hours to determine what your specific tax needs are. This meeting helps us to understand the strengths and weaknesses of your current tax strategies prior to making recommendations.

Initial fees for tax planning and tax coaching services are paid when you engage us to perform those services for you by signing an engagement letter. From that point forward, you will be placed on our contact list to receive tax news at it happens so you can take advantage of changes as they happen, and you can feel free to email me with questions as they arise.

If you think this common sense approach sounds like a smarter way to manage your money and your taxes, please give us a call to arrange a free initial meeting so we can answer all of your questions about our philosophy, methodology, services and fees, or download and read our ADV Part II and Schedule F located elsewhere on this site.

 

Who We Are

Founded by Benny M. Turner, Advisers USA, LLC is a consortium of three affiliated financial service companies. More

What We Do

We provide wealth advisory and management services, risk management services and business and tax services. More

Why Choose Us

Our integrated processes provide exceptional value because you receive prompt attention. More

Our Process

We can work with you to develop a unique and objective "investment plan" for investing in your life. More